November Round Table
Our Round Table, a monthly session featuring our favorite stock ideas right now in true round table fashion, was held November 29.
- CVS Health (CVS)
- Infosys Tech (INFY)
- Mercadolibre (MELI)
The stocks selected for this program over the last six years have collectively beaten the Wilshire 5000. The excess return (annualized) has been ranging from 2-3%. We seek actionable opportunities to study and pursue.
The agenda will also include a continuation of our selling decision concept based on relative return.
The round table knights include small company champion and Mid-Michigan Director Ken Kavula; Cy (MythBuster) Lynch; pharmaceutical scientist Hugh McManus; and Manifest Investing’s Mark Robertson who will analyze their favorite stocks. Guest damsels have included Anne Manning, Susan Maciolek and Kim Butcher. Guest knights who have jousted include Nicholas Stratigos, Herb Lemcool and Matt Spielman.
The audience selected CVS Health (CVS).
Positions closed/sold: Knight Transportation (KNX), Landauer (LDR), PRA Group (PRAA), US Physical Therapy (USPH)
The tracking portfolio has been updated at: https://www.manifestinvesting.com/dashboards/public/round-table